IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,400
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.88M
3
+$5.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.97M
5
BND icon
Vanguard Total Bond Market
BND
+$4.34M

Top Sells

1
+$45.1M
2
+$4.73M
3
+$4.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.21M

Sector Composition

1 Financials 6.78%
2 Technology 6.27%
3 Healthcare 6.26%
4 Consumer Staples 5.97%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$109K ﹤0.01%
1,183
+91
1477
$109K ﹤0.01%
3,823
+190
1478
$109K ﹤0.01%
17,207
-328
1479
$108K ﹤0.01%
2,606
+26
1480
$108K ﹤0.01%
671
-534
1481
$108K ﹤0.01%
2,688
+365
1482
$108K ﹤0.01%
2,504
-43
1483
$108K ﹤0.01%
2,735
+2,152
1484
$108K ﹤0.01%
2,060
-36
1485
$108K ﹤0.01%
1,970
-23
1486
$108K ﹤0.01%
+6,220
1487
$107K ﹤0.01%
1,367
-12
1488
$107K ﹤0.01%
2,212
-100
1489
$107K ﹤0.01%
2,911
-2
1490
$106K ﹤0.01%
5,620
+190
1491
$105K ﹤0.01%
2,490
-461
1492
$105K ﹤0.01%
3,233
+109
1493
$105K ﹤0.01%
941
+116
1494
$105K ﹤0.01%
1,441
+415
1495
$105K ﹤0.01%
3,519
-155
1496
$105K ﹤0.01%
3,500
+400
1497
$104K ﹤0.01%
1,900
+368
1498
$104K ﹤0.01%
1,417
-7
1499
$104K ﹤0.01%
+2,679
1500
$103K ﹤0.01%
7,341
+20
58 59
60
61 62